How I can help you

Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients.  

Bill can provide tax help, business financial projections and analysis assistance, along with marketing guidance.

If you need help with your business budgets, interpreting your business financial results or understanding tax implications for your business, give me a call. 


Areas of Expertise

  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience

  • Home or Personal Maintenance Services
  • Real Estate, Rental & Leasing
  • Transportation & Warehousing
  • Accommodation & Food Services
  • Professional & Business Services
  • Retail & Wholesale Trade


EA (enrolled agent) enrolled to represent taxpayers before the Internal Revenue Service

CFP® Certified Financial Planner

BA State University of New York Mathematics and Statistics

MS Boston University Computer Science

Bill Oakes

Communication Methods

  • Phone
  • Video